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We help wealth managers understand and improve their performance.

Helping you make WISEdecisions

WISE uses high-quality research and data analysis to provide wealth managers and trust companies with affordable, customized insight about their performance.

A Vibrant Member Community

WISE works with the largest firms in wealth management as well as innovative midsize and small firms in every region of the country. Members include bank wealth managers, independent trust companies, and brokerage-affiliated trust organizations.

How We're Different

Wealth management is our only business. Our team has past experience advising private banks, trust companies, RIAs, brokers, single and multi-family offices. WISE provides valuable insight by using research to identify each firm’s main strengths and weaknesses. WISE has gathered comprehensive data from more than 130 firms about profitability, productivity, growth (including sales and retention), employees and outsourcing.

Customized Research and Insight

Do you need to know the revenue return on assets for companies with your exact business mix and average account size? Are your fees higher than market benchmarks (hint: they should be)? Do you give more discounts than others? What’s an appropriate workload for firms with your average client size? We provide custom analysis to support your key initiatives and help you make better decisions.

Our Team

About

WISE is a Washington, DC-based research and advisory services firm that uses high-quality data analytics to provide wealth managers with affordable, customized insight about their business. Our team believes that wealth managers and trust companies deserve the type of high-quality data and insight that are increasingly common elsewhere in the economy—especially regarding growth, sales, pricing, staff productivity, and profitability.